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MS

Martin L. Singer

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CRD#: 1156776
MS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Martin Lin Singer was a registered financial professional .

Martin is a previously registered financial professional and started their career in finance in 1983. Martin had worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 6, 2002 - April 30, 2018

SUMMIT FINANCIAL RESOURCES INC

RIA
CRD#: 104990
PARSIPPANY, NJ
Past

May 15, 2002 - April 30, 2018

SUMMIT EQUITIES, INC.

RIA
CRD#: 11039
PARSIPPANY, NJ
Past

January 2, 1988 - April 20, 1990

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

June 18, 1985 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682
Past

July 20, 1983 - April 30, 2018

SUMMIT EQUITIES, INC.

BD
CRD#: 11039
PARSIPPANY, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/13/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SF
SUMMIT FINANCIAL RESOURCES INC
ARMENTI PLANNING CO | THE PRIVATE CLIENT GROUP LLC | THE IOLA FINANCIAL GROUP | THE FAMILY WEALTH INSTITUTE | THE ESSEX GROUP | TANISTRY WEALTH MANAGEMENT | SUMMIT FINANCIAL RESOURCES INC | SPARTAN FINANCIAL GROUP LLC | REX GLOBAL WEALTH MANAGEMENT | PHARMAEXECUTIVE WEALTH ADVISORS | NOLAN WEALTH MANAGEMENT LLC | NATIONAL WEALTH ADVISORS | LEROY WEALTH MANAGEMENT | INTEGRATED WEALTH MANAGEMENT | HF ADVISORS | GOLDENTHAL & SUSS FINANCIAL SERVICES INC. | FINANCIAL PRODUCTS INC. | FAMILY WEALTH PLANNING | EXECUTIVE WEALTH PLANNING GROUP | CONWAY WEALTH GROUP LLC

CRD#: 104990 / SEC#: 801-18223

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Contact information


Main Address
4 Campus Dr, Parsippany, NJ 07054-0413
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SUMMIT FINANCIAL RESOURCES INC. (7/23/2018)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SUMMIT FINANCIAL RESOURCES INC

CRD#: 104990

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